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Strategies & Market Trends : Roger's 1998 Short Picks
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To: craig crawford who wrote (10715)6/30/1998 9:17:00 AM
From: Roger A. Babb  Read Replies (3) of 18691
 
Craig, when a company's market cap is way out of line with book value, as it certainly is in the case of DELL, you can generally expect new shares to hit the market either through secondary or convertible offerings. If the company doesn't need the money, then you can expect big stock options to top management. The over priced stock is low hanging fruit to be picked by management.

If DELL does not need cash why did it issue $500 million in new debt in April, 1998? Are they borrowing money to buy back their own stock? Does that make sense?
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